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Vanguard Short-Term Inflation-Protected Securities Index Fund

326 hedge funds and large institutions have $4.56B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $3.9B → $4.56B (+$657M)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4.55% more ownership

Funds ownership: 62.32%66.87% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 120

1% less funds holding

Funds holding: 328326 (-2)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

Holders
326
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
7.15%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.77%
New
27
Increased
129
Reduced
120
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Stratford Consulting
Texas
$1.05M +$9.44K +191 +0.9%
UBS AM
152
UBS AM
Illinois
$1.05M +$43.5K +881 +4%
JHCP
153
Jackson Hole Capital Partners
Oklahoma
$1.04M +$598K +12,099 +133%
LFG
154
Larson Financial Group
Missouri
$1.03M +$124K +2,519 +14%
HPC
155
HM Payson & Co
Maine
$981K +$988K +20,002 New
SS
156
Simplicity Solutions
Minnesota
$916K +$628K +12,711 +213%
MIA
157
MainStreet Investment Advisors
Illinois
$915K -$21.3K -432 -2%
WTB
158
Washington Trust Bank
Washington
$904K +$76.8K +1,554 +9%
MCG
159
McCollum Christoferson Group
New York
$885K -$107K -2,160 -11%
SP
160
Successful Portfolios
Florida
$860K +$41.2K +833 +5%
BWP
161
BSW Wealth Partners
Colorado
$847K +$22K +445 +3%
FGAM
162
Financial Gravity Asset Management
Texas
$811K -$259K -5,251 -24%
NIM
163
Northeast Investment Management
Massachusetts
$763K -$14.8K -300 -2%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$759K -$81.6K -1,652 -10%
SPC
165
Sigma Planning Corp
Michigan
$756K +$16.6K +335 +2%
PA
166
Parallel Advisors
California
$751K +$146K +2,947 +24%
HighTower Advisors
167
HighTower Advisors
Illinois
$750K +$4.3K +87 +0.6%
VWA
168
V Wealth Advisors
Kansas
$747K +$56.6K +1,146 +8%
WCWM
169
Willow Creek Wealth Management
California
$745K -$22.2K -449 -3%
SFI
170
SPC Financial Inc
Maryland
$728K -$4.86M -98,327 -87%
EAMA
171
EFG Asset Management (Americas)
Florida
$726K
AWM
172
Avior Wealth Management
Nebraska
$720K +$4.74K +96 +0.7%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$662K -$24.9K -503 -4%
RW
174
REDW Wealth
New Mexico
$661K
TFCP
175
Twin Focus Capital Partners
Massachusetts
$643K -$163K -3,300 -20%

VTIP Hedge Fund Activity: Q3 2019 in Review

326 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) for Q3 2019, worth a combined $4.56B — up 17% from $3.9B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VTIP and 27 opened new positions — a net loss of 1 holder — while 120 trimmed existing stakes and 129 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $479M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $48.7M.

  • 326 institutional investors held Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) as of Q3 2019, down from 328 in Q2 2019.
  • Funds reported $4.56B of Vanguard Short-Term Inflation-Protected Securities Index Fund stock for Q3 2019, up 17% quarter-over-quarter.
  • 27 funds opened new Vanguard Short-Term Inflation-Protected Securities Index Fund positions in Q3 2019 and 28 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund buyer in Q3 2019 was Northwestern Mutual Wealth Management, an estimated $479M added.
  • The largest Vanguard Short-Term Inflation-Protected Securities Index Fund seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2019.